Team and security

• Invite people to your workspace

  Send an invitation by email, or import a list.

• What each role can do

  A role decides how far someone reaches beyond their own expenses and reports.

• Change or remove a member

  Edit someone's role and manager, suspend them, or take them out.

• Chat with your team

  Direct messages, groups and rooms inside the workspace.

• Turn on two-factor authentication

  A code as well as your password, each time you sign in.

• Check where you are signed in

  See your devices, sign out everywhere, and lock your account if something looks wrong.

• Change your email or merge accounts

  Change your sign-in email or password, or bring a second account into this one.

• Set up single sign-on

  Have people sign in through your identity provider, with SAML or OpenID Connect.

• Verify your company's domain

  Prove you own a domain, so single sign-on and domain settings can use it.

• Read the audit log

  Every change to money or access in the workspace: who made it, and when.

• Fraud checks and what they mean

  Evidence for a reviewer, never a verdict.

• Set a data retention period

  Delete documents after a set number of days, or keep them until someone deletes them.

• Hand over or close a workspace

  Pass a workspace to another member, or close it for everyone.

• Delete your account

  Your account closes straight away and is deleted after 14 days.

Still stuck?

Write to support@papertotal.com and a person answers by email. Say what you were trying to do and what you saw, and we can start from there.